Unclaimed
Michael Jay Matchett is a financial advisor with over 10 years of experience in the industry. Michael Matchett is currently registered with J.P. Morgan Securities LLC and has been with the firm since July 2024. Michael Matchett holds Series 7, Series 63, Series 65 and Series 66 licenses. Michael Matchett has experience working with individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and labor unions. Prior to working for J.P. Morgan Securities LLC, Michael Matchett was employed by Triad Advisors LLC, Financial Enhancement Group, CNO Financial Group, The Just Company, and JPMorgan Chase Bank.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IN
08/01/2024 - Present
J.p. Morgan Securities LLC (CARMEL IN)
IN
07/17/2018 - 12/17/2020
TRIAD ADVISORS LLC (INDIANAPOLIS IN)
IA
Issued 07/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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